Motilal Oswal Flexi Cap Fund vs Motilal Oswal Multi Cap Fund
Motilal vs Motilal· Portfolio Overlap Analysis
44.9%High Overlap
9 common stocksRank #16346 / 20,000
Investor takeaway: At 44.9% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (9)
| Stock | Wt% in Motilal Oswal Flexi Cap | Wt% in Motilal Oswal Multi Cap | Overlap |
|---|---|---|---|
Kalyan Jewellers India Limited Consumer Durables | 7.25% | 6.77% | 6.77% |
Eternal Limited Retailing | 6.21% | 6.25% | 6.21% |
Coforge Limited IT - Software | 6.36% | 6.02% | 6.02% |
ICICI Bank Limited Banks | 5.76% | 5.25% | 5.25% |
HDFC Bank Limited Banks | 5.16% | 5.63% | 5.16% |
CG Power and Industrial Solutions Limited Electrical Equipment | 7.05% | 4.96% | 4.96% |
Persistent Systems Limited IT - Software | 5.55% | 4.52% | 4.52% |
IndusInd Bank Limited Banks | 3.27% | 3.53% | 3.27% |
PG Electroplast Limited Consumer Durables | 2.70% | 5.56% | 2.70% |
Unique to Motilal Oswal Flexi Cap
- Cholamandalam Investment and Finance Company Ltd4.58%
- Polycab India Limited3.46%
- Larsen & Toubro Limited3.32%
Unique to Motilal Oswal Multi Cap
- Shaily Engineering Plastics Limited8.75%
- Healthcare Global Enterprises Limited4.83%
Sector Overlap Breakdown
Banks13.7% (3)
IT - Software10.5% (2)
Consumer Durables9.5% (2)
Retailing6.2% (1)
Electrical Equipment5.0% (1)
More comparisons for Motilal Oswal Flexi Cap
- vs Motilal Oswal Business Cycle44.7% · 11 stocks
More comparisons for Motilal Oswal Multi Cap
- vs Motilal Oswal Business Cycle68.3% · 16 stocks
- vs Motilal Oswal Balanced Advanta46.0% · 10 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.